HEGD
Price
$23.92
Change
+$0.02 (+0.08%)
Updated
Jul 25 closing price
Net Assets
446.87M
HELO
Price
$63.41
Change
+$0.01 (+0.02%)
Updated
Jul 25 closing price
Net Assets
3.3B
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HEGD vs HELO

Header iconHEGD vs HELO Comparison
Open Charts HEGD vs HELOBanner chart's image
Swan Hedged Equity US Large Cap ETF
Price$23.92
Change+$0.02 (+0.08%)
Volume$86.34K
Net Assets446.87M
JPMorgan Hedged Equity Ldrd Ovrly ETF
Price$63.41
Change+$0.01 (+0.02%)
Volume$415.91K
Net Assets3.3B
HEGD vs HELO Comparison Chart in %
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HEGD
Daily Signalchanged days ago
Gain/Loss if bought
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HELO
Daily Signalchanged days ago
Gain/Loss if bought
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HEGD vs. HELO commentary
Jul 27, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HEGD is a Buy and HELO is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HELO has more net assets: 3.3B vs. HEGD (447M). HEGD has a higher annual dividend yield than HELO: HEGD (6.786) vs HELO (2.522). HEGD was incepted earlier than HELO: HEGD (5 years) vs HELO (2 years). HELO (0.50) has a lower expense ratio than HEGD (0.88). HELO has a higher turnover HEGD (17.00) vs HEGD (17.00).
HEGDHELOHEGD / HELO
Gain YTD6.7862.522269%
Net Assets447M3.3B14%
Total Expense Ratio0.880.50176%
Turnover17.0030.0057%
Yield0.410.6761%
Fund Existence5 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
HEGDHELO
RSI
ODDS (%)
Bearish Trend 3 days ago
65%
Bearish Trend 3 days ago
42%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
63%
Bearish Trend 3 days ago
57%
Momentum
ODDS (%)
N/A
N/A
MACD
ODDS (%)
Bearish Trend 3 days ago
68%
Bearish Trend 3 days ago
55%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
80%
Bullish Trend 3 days ago
83%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
80%
Bullish Trend 3 days ago
83%
Advances
ODDS (%)
Bullish Trend 3 days ago
80%
Bullish Trend 5 days ago
81%
Declines
ODDS (%)
Bearish Trend 7 days ago
65%
Bearish Trend 13 days ago
59%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
55%
Bearish Trend 3 days ago
47%
Aroon
ODDS (%)
Bullish Trend 3 days ago
80%
Bullish Trend 3 days ago
81%
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HEGD
Daily Signalchanged days ago
Gain/Loss if bought
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HELO
Daily Signalchanged days ago
Gain/Loss if bought
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HELO and

Correlation & Price change

A.I.dvisor indicates that over the last year, HELO has been closely correlated with ADI. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if HELO jumps, then ADI could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HELO
1D Price
Change %
HELO100%
+0.02%
ADI - HELO
79%
Closely correlated
+0.64%
AXP - HELO
79%
Closely correlated
+1.09%
GS - HELO
78%
Closely correlated
+1.36%
AMZN - HELO
77%
Closely correlated
-0.34%
DOV - HELO
77%
Closely correlated
-0.07%
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